financial services representative

Education: Bachelor's degree. Work setting: Credit union. Business services. Financial services industry. Tasks: Approve or reject applications, or recommend applications for approval or rejection. Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals. Complete credit and loan documentation. Forward irreconcilable accounts for collector action. Interview applicants for loans. Prepare statements on delinquent accounts. Promote sale of credit and loan services. Research and evaluate loan applicant's financial status, references, credit and ability to repay loan. Review and update credit and loan files. Submit credit and loan applications to management. Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers. Provide job training and support. Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data. Perform general office duties. Complete administrative duties.

- Location 405 North Road suite 1 Coquitlam , BC V3K 3V9
- Work location On site
- Salary $ 36.40 HOUR hourly / 37.5 hours per week
- Terms of employment Permanent employment Full time
- Starts as soon as possible
- Benefits:Health advantages, Financial perks, Other benefits
- vacancies 1 vacancy
- Source Job Bank #3643439

Languages

English

Education

- Bachelor's degree

Experience

3 years to less than 5 years

On site





Work must be completed at the physical location. There is no option to work remotely.

Work setting

- Credit union
- Business services
- Financial services industry

Responsibilities

- Approve or reject applications, or recommend applications for approval or rejection
- Assist clients by proposing solutions to address financial objectives such as business expansion, debt management, investment and other financial goals
- Complete credit and loan documentation
- Forward irreconcilable accounts for collector action
- Interview applicants for loans
- Prepare statements on delinquent accounts
- Promote sale of credit and loan services
- Research and evaluate loan applicant's financial status, references, credit and ability to repay loan
- Review and update credit and loan files
- Submit credit and loan applications to management
- Network to develop business relations, promote the sale of loan, investment and other banking services and attract corporate and individual customers
- Provide job training and support
- Collect and analyze financial records of a business, such as financial statements, budgets, projections and sales data
- Perform general office duties
- Complete administrative duties





Experience and specialization

Type of loan experience

- Business

Additional information

Work conditions and physical capabilities

- Attention to detail
- Work under pressure

Personal suitability

- Accurate
- Efficient interpersonal skills
- Excellent oral communication
- Excellent written communication
- Organized
- Team player

Advantages

Health benefits

- Health care plan

Financial benefits

- Pension plan

Other benefits

- Other benefits

Employment groups

This employer promotes equal employment opportunities for all job applicants, including those self-identifying as a member of these groups:

Support for youths

- Offers on-the-job training tailored to youth
- Offers mentorship, coaching and/or networking opportunities for youth
- Provides awareness training to employees to create a welcoming work environment for youth

Membership in a group is not a job requirement. All interested applicants are strongly encouraged to apply.

This employer is committed to providing all job applicants with equal employment opportunities, and promoting inclusion. If you self-identify as a member of any employment group, you are encouraged to indicate it in your application.

Who can apply for this job?

- a Canadian citizen
- a permanent resident of Canada
- a temporary resident of Canada with a valid work permit

Do not apply if you are not authorized to work in Canada. The employer will not respond to your application.

Advertised until

2026-09-01

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📌 financial services representative (Brisbane)
🏢 Sharons Credit Union
📍 Brisbane